Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Related "Regarding...
Microsoft Dynamics CRM (Archived)

Related "Regarding" Records

(0) ShareShare
ReportReport
Posted on by Žarko Radevic 4

Hi, I am working on a custom web application which should display account related entities' information (related activities, opportunities, cases and contacts). It is easy to display entities that are directly bound to an account but I would like to include the functionality of related "regarding" records view which is available when you display these entities from the Details section of the account form. I would like to know how exactly CRM queries these information against SQL database.

 Thanks in advance

Zarko

*This post is locked for comments

  • Žarko Radevic Profile Picture
    Žarko Radevic 4 on at
    Re: Re: Re: Re: Related "Regarding" Records

    Inogic, you solved my problem, thank you!!![quote user="Inogic"]

    Hi Zarko,

    If you want to go the CRM web services way... Dynamics CRM makes available Rollup Messages that can be used to ensure that the data displayed in CRM associated views match the results in your custom view.

    Rollup Messages are available for all entities that have the "Related Records" view available in CRM associated views.

    You can download the CRM SDK and lookup for Rollup Message.

    HTH

    Sam

     

    [/quote]
  • Inogic Profile Picture
    Inogic 438 on at
    Re: Re: Re: Related "Regarding" Records

    Hi Zarko,

    If you want to go the CRM web services way... Dynamics CRM makes available Rollup Messages that can be used to ensure that the data displayed in CRM associated views match the results in your custom view.

    Rollup Messages are available for all entities that have the "Related Records" view available in CRM associated views.

    You can download the CRM SDK and lookup for Rollup Message.

    HTH

    Sam

     

  • alf Profile Picture
    alf 17,915 on at
    Re: Re: Re: Related "Regarding" Records

    Hi Zarko,

    We have have done quite a bit is examine the crm views themselves.  You can go to views and look at how they are constructed.  Just be careful not to change anything or do it on a test system just in case.  This can help a ton to learn how crm internally is looking at the data.

  • Žarko Radevic Profile Picture
    Žarko Radevic 4 on at
    Re: Re: Related "Regarding" Records

    Alex, thank you for your effort, I know that the view is taking under consideration activities of other account related entities. What I was hoping to get is a documented query about how CRM queries for this data internally, so that there are no discrepancies between the original Related Regarding Records view and the data my application is displaying. Any hint would be appriciated.

     Regards

  • alf Profile Picture
    alf 17,915 on at
    Re: Related "Regarding" Records

    Hi Zarko,

    For this you will need to do a recursive query.

    For example, lets say you have accounts/contacts/cases.  You will need to fetch all activities for the account, then all activities for the related contacts, and all activities for the cases.

    What i would recommend is first fetch all account guids, and all related contacts guids.

    Then fetch all activities related  opportunity/cases/etc related to your list of guids. 

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,309 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans